See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,361 |
NFP RETIREMENT INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,474 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,284 | $62,132-41.6% | $185,823-80.5% | $73,488-50.6% |
| Participation rate | 85.1% | 67.8%+17.3pp | 78.0%+7.1pp | 70.7%+14.4pp |
| Annual return | 16.63% | 20.44%-3.8pp | 35.95%-19.3pp | 28.51%-11.9pp |
| Employer contribution / active EE | $295 | $1,681-82.5% | $4,087-92.8% | $2,270-87.0% |
| Participant deferral / active EE | $3,997 | $3,711+7.7% | $5,632-29.0% | $3,740+6.9% |
| Admin fee / account holder | $170 | $419-59.3% | $9,500-98.2% | $513-66.8% |